Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User.
It’s intuitive configuration panel is carefully build to allow each Sales Stage to be categorized e.g (Pipeline, Best Case, Committed, Closed, etc.) and Opportunity Type e.g (New Business, Resale, etc.) for more accurate forecast. It also includes ability to specify Targets for each Team/User, and configure periods and personalized dashboards. Thus, you will be able to specify the dates such as range, months, quarters as well as number of periods to be displayed.
- Displays Opportunities in the Forecast view
- Includes flexible “Sales Stage” (Pipeline, Best Case, Committed) Configuration
- Includes the feature to categorize  “Opportunity Type” field
- Designing of teams/groups out of existing users
- Ability to specify date ranges (custom dates, months, quarters)
- Option to set Targets for users & group by “Opportunity Type”
- Includes custom speedometer dashboards
- Intuitive & Responsive user interface
- Supports Team forecast and individual users
- Allows to drill to down to individual users & teams
- Module Manager Compatible
- Available on VTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: https://demo7.vtexperts.com/forecast/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: https://demo.vtexperts.com/forecast/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/saleopportunity-forecast (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
8 reviews for Sales Forecast
VTExperts sales intelligence tools January 26, 2023 - The application of data, analytics, and technology to improve and enhance the sales process is known as sales intelligence. I revolve around the customer, market trends, competitors, and tools for monitoring and evaluating sales performance. The end goal of sales intelligence is to increase revenue by catering to customer needs in a better manner using informed decisions. In this article, we will look at how can you maximize sales performance with VTExperts sales intelligence tools Sales intelligence in CRM systems Integrate sales intelligence into the CRM system to analyze the information and track customer engagement. Especially, system admins can use it in CRM systems to organize customer data, so the sales team can target the audience more efficiently. Moreover, integrating different sales tools into the CRM system to provide a more complete view of the products to the customers e.g., marketing and sales campaigns, etc. Furthermore, sales intelligence provides CRM… Read More
Set Sales Forecast Targets In VTiger 7 May 29, 2018 - Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. It also includes ability to specify Targets for each Team/User, and configure periods How to Set Sales Forecast Targets Go to the Menu >> Settings >> CRM Settings >> Extension Pack >> VTE Forecast. and click on the "Forecast Settings" button. Click on the "Targets" tab. Here you can Specify Targets for your Team, Organization or the Individual Member. You can do that by the Time Or Date period that you have set up. For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read More
View Your Sales/Opportunity Forecast By Sales Rep In VTiger 7 February 8, 2018 - Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. How to View Your Sales/Opportunity Forecast by Sales Rep Go to the "Menu" and select "CRM Settings". Under "Other Settings" select "VTE Forecast". Then click on the "View Forecast" button. You can view the Forecast for the entire organization or you can view it by sales team and the Sales Rep. For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreRelated products
Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User.
It’s intuitive configuration panel is carefully build to allow each Sales Stage to be categorized e.g (Pipeline, Best Case, Committed, Closed, etc.) and Opportunity Type e.g (New Business, Resale, etc.) for more accurate forecast. It also includes ability to specify Targets for each Team/User, and configure periods and personalized dashboards. Thus, you will be able to specify the dates such as range, months, quarters as well as number of periods to be displayed.
- Displays Opportunities in the Forecast view
- Includes flexible “Sales Stage” (Pipeline, Best Case, Committed) Configuration
- Includes the feature to categorize  “Opportunity Type” field
- Designing of teams/groups out of existing users
- Ability to specify date ranges (custom dates, months, quarters)
- Option to set Targets for users & group by “Opportunity Type”
- Includes custom speedometer dashboards
- Intuitive & Responsive user interface
- Supports Team forecast and individual users
- Allows to drill to down to individual users & teams
- Module Manager Compatible
- Available on VTiger Marketplace
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: https://demo7.vtexperts.com/forecast/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: https://demo.vtexperts.com/forecast/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/saleopportunity-forecast (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
8 reviews for Sales Forecast
-
I was having a few problems with the startup but the support came at top. Thank you for your help guys and for the good work
-
expensive but does what supposed to do
-
In both capability and functionality, this forecast extension is a gift to vtiger users.. This one is for pros with very advanced feature. $500 well spent.
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best plugin of vtexperts
-
very good plugin
-
good work
-
the way it predicts future opportunities is exceptional. A very capable and trustworthy tool.
-
worth it
VTExperts sales intelligence tools January 26, 2023 - The application of data, analytics, and technology to improve and enhance the sales process is known as sales intelligence. I revolve around the customer, market trends, competitors, and tools for monitoring and evaluating sales performance. The end goal of sales intelligence is to increase revenue by catering to customer needs in a better manner using informed decisions. In this article, we will look at how can you maximize sales performance with VTExperts sales intelligence tools Sales intelligence in CRM systems Integrate sales intelligence into the CRM system to analyze the information and track customer engagement. Especially, system admins can use it in CRM systems to organize customer data, so the sales team can target the audience more efficiently. Moreover, integrating different sales tools into the CRM system to provide a more complete view of the products to the customers e.g., marketing and sales campaigns, etc. Furthermore, sales intelligence provides CRM… Read More Set Sales Forecast Targets In VTiger 7 May 29, 2018 - Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. It also includes ability to specify Targets for each Team/User, and configure periods How to Set Sales Forecast Targets Go to the Menu >> Settings >> CRM Settings >> Extension Pack >> VTE Forecast. and click on the "Forecast Settings" button. Click on the "Targets" tab. Here you can Specify Targets for your Team, Organization or the Individual Member. You can do that by the Time Or Date period that you have set up. For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read More View Your Sales/Opportunity Forecast By Sales Rep In VTiger 7 February 8, 2018 - Sales Forecast for VTiger Extension was designed to help manage and predict Organization’s current and future Opportunities. It includes ability to view the entire company’s Opportunities as well as drill down to each Team or User. How to View Your Sales/Opportunity Forecast by Sales Rep Go to the "Menu" and select "CRM Settings". Under "Other Settings" select "VTE Forecast". Then click on the "View Forecast" button. You can view the Forecast for the entire organization or you can view it by sales team and the Sales Rep. For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreInformation
- Ioncube & PHP SOAP (hands-on)
- Install & Setup (hands-on)
- Meeting Server Requirements
- Assisting with any issues related to plugins
Murilo (verified owner) –
I was having a few problems with the startup but the support came at top. Thank you for your help guys and for the good work
Bastien (verified owner) –
expensive but does what supposed to do
Frank (verified owner) –
In both capability and functionality, this forecast extension is a gift to vtiger users.. This one is for pros with very advanced feature. $500 well spent.
Harold (verified owner) –
best plugin of vtexperts
Lisander (verified owner) –
very good plugin
Eric (verified owner) –
good work
Denis (verified owner) –
the way it predicts future opportunities is exceptional. A very capable and trustworthy tool.
Pranav (verified owner) –
worth it